-53.9%
NIO vs VOO
+14.7%
-68.6%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.6% | +1.8% | +1.5% |
| 7D | -0.6% | -0.7% | +0.1% | +0.3% |
| 30D | -3.5% | -1.1% | -2.5% | -2.2% |
| 3M | -30.7% | -0.3% | -30.3% | -30.3% |
| 6M | -45.6% | +7.4% | -53.0% | -50.1% |
| YTD | -35.3% | +13.4% | -48.6% | -47.3% |
| 1Y | -53.9% | +14.8% | -68.7% | -63.2% |
| All | -53.9% | +14.7% | -68.6% | -63.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling